Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free TWFG Stock Alerts

TWFG (TWFG) Institutional Ownership

TWFG logo
$24.71 +0.42 (+1.73%)
Closing price 04:00 PM Eastern
Extended Trading
$24.81 +0.10 (+0.40%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$66.24M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$82.46M
Get TWFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling TWFG stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TWFG Institutional Buying and Selling by Quarter

TWFG Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Integrated Wealth Concepts LLC2,975$72K0.0%N/A0.006%
8/26/2026 Giverny Capital Inc.652,452$15.69M0.5%+18.2%1.207%
8/22/2026 Blalock Williams LLC22,911$551K0.4%+14.9%0.042%
8/21/2026 Symphony Financial Ltd. Co.39,089$942K0.1%+153.7%0.072%
8/6/2026 Bank of New York Mellon Corp13,577$327K0.0%N/A0.025%
5/19/2026 Bank of America Corp DE54,111$995K0.0%+26.7%0.100%
5/18/2026 Royal Bank of Canada6,485$119K0.0%-9.7%0.012%
5/14/2026 Renaissance Technologies LLC118,327$2.18M0.0%+201.9%0.211%
5/7/2026 Dimensional Fund Advisors LP67,612$1.24M0.0%N/A0.120%
5/5/2026 Bank of New York Mellon Corp14,691$270K0.0%+20.1%0.026%
4/18/2026 Riverbridge Partners LLC549,614$10.11M0.2%-7.4%0.978%
2/19/2026 T. Rowe Price Investment Management Inc.2,847,719$81.93M0.1%+0.9%5.067%
2/18/2026 Susquehanna Portfolio Strategies LLC10,473$301K0.0%-38.3%0.019%
2/18/2026 Susquehanna Fundamental Investments LLC11,724$337K0.0%N/A0.021%
2/18/2026 Millennium Management LLC8,275$238K0.0%-63.7%0.015%
2/18/2026 Balyasny Asset Management L.P.9,890$285K0.0%N/A0.018%
2/17/2026 Schonfeld Strategic Advisors LLC26,848$772K0.0%+92.7%0.048%
2/17/2026 Gillson Capital LP169,065$4.86M0.3%+14.6%0.301%
2/17/2026 Price T Rowe Associates Inc. MD33,018$950K0.0%+5.8%0.059%
2/17/2026 T. Rowe Price Investment Management Inc.386,622$11.12M0.0%-86.3%0.688%
2/17/2026 Ghisallo Capital Management LLC50,000$1.44M0.1%-50.0%0.089%
2/17/2026 Russell Investments Group Ltd.1,421$41K0.0%-72.5%0.003%
2/17/2026 State of Wisconsin Investment Board25,641$738K0.0%+13.4%0.046%
2/17/2026 ExodusPoint Capital Management LP20,959$603K0.0%-47.2%0.037%
2/17/2026 Royal Bank of Canada7,178$207K0.0%+40.5%0.013%
2/17/2026 Blair William & Co. IL19,896$572K0.0%-29.2%0.035%
2/16/2026 Giverny Capital Inc.331,511$9.54M0.3%+10.4%0.590%
2/16/2026 Dockside LLC15,987$460K0.1%N/A0.028%
2/16/2026 Brasada Capital Management LP160,787$4.50M0.8%-5.1%0.286%
2/13/2026 State Street Corp64,366$1.85M0.0%+6.2%0.115%
2/13/2026 Dynamic Technology Lab Private Ltd16,252$468K0.1%N/A0.029%
2/13/2026 Lord Abbett & CO. LLC255,764$7.36M0.0%+179.8%0.455%
2/13/2026 Quadrant Capital Group LLC2,357$68K0.0%N/A0.004%
2/12/2026 Renaissance Technologies LLC39,200$1.13M0.0%+8.0%0.070%
2/11/2026 Capital International Investors958,490$27.58M0.0%+114.4%1.705%
2/10/2026 TD Asset Management Inc67,704$1.95M0.0%+8.6%0.120%
2/10/2026 Goldman Sachs Group Inc.53,303$1.53M0.0%-44.0%0.095%
2/10/2026 Central Securities Corp475,000$13.67M1.1%+5.6%0.845%
2/9/2026 Geode Capital Management LLC236,160$6.80M0.0%+7.5%0.420%
2/2/2026 Blalock Williams LLC11,942$344K0.3%+24.4%0.021%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/2/2026 Fifth Third Bancorp896$26K0.0%+102.7%0.002%
1/20/2026 Ascent Group LLC102,402$2.95M0.1%+13.3%0.182%
1/13/2026 Riverbridge Partners LLC593,744$17.08M0.3%+9.4%1.056%
11/17/2025 Giverny Capital Inc.300,317$8.24M0.3%+68.9%0.536%
11/17/2025 Woodline Partners LP58,003$1.59M0.0%N/A0.103%
11/17/2025 Alyeska Investment Group L.P.215,778$5.92M0.0%+2.0%0.385%
11/17/2025 Qube Research & Technologies Ltd52,693$1.45M0.0%-33.2%0.094%
11/17/2025 Millennium Management LLC22,811$626K0.0%-80.0%0.041%
11/17/2025 Bamco Inc. NY954,128$26.18M0.1%+5.8%1.701%
11/17/2025 Bank of America Corp DE30,180$828K0.0%-40.4%0.054%
11/17/2025 Boothbay Fund Management LLC20,000$549K0.0%-51.6%0.036%
11/17/2025 Alliancebernstein L.P.1,137,987$31.23M0.0%-3.0%2.029%
11/14/2025 Schonfeld Strategic Advisors LLC13,936$382K0.0%+7.5%0.025%
11/14/2025 Raymond James Financial Inc.29,650$814K0.0%+5,830.0%0.053%
11/14/2025 Two Sigma Investments LP139,192$3.82M0.0%+39.9%0.248%
11/13/2025 Sei Investments Co.11,970$328K0.0%+28.6%0.021%
11/13/2025 UBS Group AG46,172$1.27M0.0%+56.4%0.082%
11/13/2025 Capital International Investors447,021$12.27M0.0%-13.3%0.797%
11/13/2025 Russell Investments Group Ltd.5,168$142K0.0%N/A0.009%
11/13/2025 Blair William & Co. IL28,082$771K0.0%-1.4%0.050%
11/12/2025 Victory Capital Management Inc.351,478$9.65M0.0%+57.4%0.627%
11/12/2025 Central Securities Corp450,000$12.35M1.0%N/A0.802%
11/10/2025 TD Asset Management Inc62,362$1.71M0.0%+8.7%0.111%
11/7/2025Vanguard Group Inc.639,711$17.55M0.0%+3.2%1.141%
10/28/2025 Blalock Williams LLC9,599$263K0.2%N/A0.017%
10/20/2025 Ascent Group LLC90,402$2.48M0.1%+86.2%0.161%
10/14/2025 Riverbridge Partners LLC542,661$14.89M0.3%+57.6%0.968%
8/19/2025 State of Wyoming5,188$182K0.0%+42.0%0.009%
8/15/2025 State of Tennessee Department of Treasury4,435$155K0.0%N/A0.008%
8/15/2025 Man Group plc6,371$223K0.0%N/A0.011%
8/15/2025 Gilder Gagnon Howe & Co. LLC240,356$8.41M0.1%-0.7%0.429%
8/15/2025 BNP Paribas Financial Markets18,353$642K0.0%+145.2%0.033%
8/15/2025 Boothbay Fund Management LLC41,334$1.45M0.0%+225.5%0.074%
8/15/2025 Balyasny Asset Management L.P.76,871$2.69M0.0%-50.8%0.137%
8/15/2025 Bamco Inc. NY902,061$31.57M0.1%+3.9%1.609%
8/15/2025 Bank of America Corp DE50,618$1.77M0.0%+287.2%0.090%
8/14/2025 PDT Partners LLC14,057$492K0.0%-16.8%0.025%
8/14/2025 Lighthouse Investment Partners LLC53,994$1.89M0.1%-44.1%0.096%
8/14/2025 Jane Street Group LLC34,831$1.22M0.0%N/A0.062%
8/14/2025 Alliancebernstein L.P.1,172,985$41.05M0.0%+0.2%2.092%
8/14/2025 Sei Investments Co.9,310$326K0.0%-29.2%0.017%
8/14/2025 Next Century Growth Investors LLC144,398$5.05M0.4%+34.0%0.257%
8/13/2025 Marshall Wace LLP128,682$4.50M0.0%-15.3%0.229%
8/13/2025 1832 Asset Management L.P.15,063$527K0.0%-4.8%0.027%
8/13/2025 Quantbot Technologies LP4,053$142K0.0%+52.5%0.007%
8/13/2025 Seven Grand Managers LLC40,000$1.40M0.2%+33.3%0.071%
8/13/2025 Grandeur Peak Global Advisors LLC80,257$2.81M0.3%N/A0.143%
8/13/2025 Giverny Capital Inc.177,848$6.23M0.2%N/A0.317%
8/12/2025 XTX Topco Ltd14,899$521K0.0%N/A0.027%
8/12/2025 JPMorgan Chase & Co.6,903$242K0.0%-74.8%0.012%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
8/8/2025 Geode Capital Management LLC152,243$5.33M0.0%-26.9%0.271%
8/7/2025 Acadian Asset Management LLC71,738$2.51M0.0%+5.2%0.128%
8/1/2025 Envestnet Asset Management Inc.9,762$342K0.0%N/A0.017%
7/28/2025 TD Asset Management Inc57,394$2.01M0.0%+8.4%0.102%
7/24/2025 Blair William & Co. IL28,487$997K0.0%-9.1%0.051%
7/21/2025 Ascent Group LLC48,547$1.70M0.1%+10.6%0.087%
7/15/2025 Riverbridge Partners LLC344,267$12.05M0.2%N/A0.614%
6/27/2025 Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/21/2025Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122%
5/16/2025Woodline Partners LP51,674$1.60M0.0%-16.7%0.092%


TWFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($81.93M), FMR LLC ($34.94M), Alliancebernstein L.P. ($31.23M), Capital International Investors ($27.58M), Bamco Inc. NY ($26.18M), Nuveen Asset Management LLC ($21.93M), and Vanguard Group Inc. ($17.55M).Learn more on TWFG's institutional investors.

Of the 82 institutional investors that purchased TWFG's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.29M), Bamco Inc. NY ($957.97K), T. Rowe Price Investment Management Inc. ($876.90K), Capital International Investors ($718.44K), Riverbridge Partners LLC ($593.74K), Nuveen LLC ($501.49K), and Central Securities Corp ($475K).

Institutional investors have bought a total of 2,438,484 shares in the last 24 months. This purchase volume represents approximately $66.24M in transactions.

Of the 16 institutional investors that sold TWFG's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($2.43M), Millennium Management LLC ($105.80K), Capital International Investors ($68.39K), Ghisallo Capital Management LLC ($50K), Riverbridge Partners LLC ($44.13K), Goldman Sachs Group Inc. ($41.84K), and Alliancebernstein L.P. ($35.00K).

Institutional investors have sold a total of 2,894,365 shares in the last 24 months. This volume of shares sold represents approximately $82.46M in transactions.


Related Companies

Institutional ownership data for NASDAQ:TWFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel